Diversified Assets

Our portfolios cover 6 continents of the world with assets in:
Canada The United States South Africa Thailand China Brazil Australia Japan The United Kingdom Germany Russia Mexico France India New Zealand

Meet Jack

With nearly a decade of financial industry experience, Jack is an expert at assessing client suitability and portfolio management. As a Portfolio Manager, registered with the SEC, he especially enjoys helping clients reach their goals as opposed to other investment professionals that are licensed to only sell financial products and securities without taking your needs into consideration. His completion of the CFA designation attests to his level of education and ethical standards which enables his commitment to delivering and putting the client first. The CFA designation takes a minimum three years to achieve and only the very best and dedicated are able to fully complete the program.

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